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Spectrum Wealth Counsel’s iShares Russell 2000 Value ETF IWN Stock Holding History

Spectrum Wealth Counsel’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.96K Hold
13
– – ﹤0.01% 284
2024
Q4 		$2.13K Hold
13
– – ﹤0.01% 285
2024
Q3 		$2.17K Hold
13
– – ﹤0.01% 317
2024
Q2 		$1.98K Buy
+13
New +$1.99K ﹤0.01% 345

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Wealth Counsel's IWN Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2025 at 13 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Spectrum Wealth Counsel first reported a position in IWN in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.17K in Q3 2024. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Spectrum Wealth Counsel held 13 shares of iShares Russell 2000 Value ETF worth $1.96K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares Russell 2000 Value ETF share count unchanged in Q1 2025.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #284 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares Russell 2000 Value ETF position peaked at $2.17K in Q3 2024.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.